WAAEX Mutual Fund
WAAEX Mutual Fund
Wasatch Small Cap Growth Fund
WAAEX Mutual Fund Overview
WAAEX Mutual Fund (Wasatch Small Cap Growth Fund) is managed by Wasatch Global Investors with $529.4M in net assets. WAAEX expense ratio is 1.14%, holding 43 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 1986-12-08.
WAAEX performance shows a YTD return of 4.05%. The 1-year return is -1.67% and the 5-year return is -4.87%. WAAEX dividend yield stands at 1.89%, paid annually.
WAAEX top holdings include Healthequity Inc (4.8%), Rbc Bearings Inc (4.3%), Ensign Group Inc/The_None_0 (4.3%), Siteone Landscape (4.3%), Nova Measuring Instruments Ltd. (3.7%). View all WAAEX holdings, sector breakdown, or dividend history.
WAAEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WAAEX alternatives are available via the screener, along with tax-loss harvesting opportunities.